Private Ocean, LLC Schwab Strategic Tr Us Emergin Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Private Ocean, LLC holds 4,456 shares of SCHE stock, worth $128,956. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,456
Previous 4,341
2.65%
Holding current value
$128,956
Previous $109,000
8.26%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio